-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将GPI的12个月目标价下调10美元至375美元,基于2027年7.9倍的市盈率,略高于GPI过去10年的平均预期市盈率7.7倍。我们将2026年调整后每股收益预期从44.40美元下调至41.50美元,2027年调整后每股收益预期从48.40美元下调至47.70美元。鉴于GPI近期业绩异常疲软,我们维持对GPI股票的“持有”评级。在发布财报之前,GPI过去八年的季度盈利超过预期90%以上,但第一季度销售额令人失望,导致盈利大幅低于预期,因此我们维持“持有”评级。不过,值得欣慰的是,GPI英国业务的业绩有所改善。从积极的方面来看,GPI继续积极通过分红和股票回购向股东返还现金,第一季度回购了1.7%的流通股。汽车经销商的基本面依然严峻,本季度GPI的盈利连续第三个季度未达预期,而该公司此前曾拥有汽车零售业最佳的盈利记录之一。
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